Workflow Automation Services

Built for founders and agency teams who need faster operations without losing visibility.

Most automation gets deployed without governance. Emails go out from workflows nobody can audit. Approvals happen in Slack threads with no record. Systems work until they stop, with no clear path back.

Every workflow we build starts draft-first. External actions are approval-gated. Every run has an audit trail. Built inside your existing stack, owned by your team from day one.

Controls pack (included)

  • Approval matrix: who signs off what
  • Workflow register: owner, mode, risk, last change
  • Audit trail: evidence links attached to key steps
  • Exception path: pause and rollback process

Delivery stages

Choose the engagement that matches where you are right now.

Operations Review

from £497

Audit + ranked backlog

Oversight & Optimisation

from £750/mo

Monthly reliability

Workflow mapping
3 workflows built
Approval gates
Audit trail per run
Runbooks + handover
Reliability monitoring
Monthly optimisation queue
Exception handling

Works inside your existing stack

Choose your Build Sprint track

Most builds fall into one of these tracks. Your audit selects the exact workflows based on bottlenecks, ROI, and risk.

Founder Admin OS (choose 3 workflows)

Best for: founders drowning in follow-ups and admin.

  • Research: lead research → pre-call brief
  • Comms: call notes → follow-up drafts + next step tasks (approval-gated)
  • Admin: inbox triage → tasks + reminders
  • Planning: weekly priorities / blockers digest
  • Knowledge: SOP assistant answers with source links

Agency Delivery OS (choose 3 workflows)

Best for: client teams needing consistent delivery and comms.

  • Onboarding: client onboarding pack (project space + tasks + welcome email draft)
  • Requests: capture → triage → task pack (owners/SLAs)
  • Comms: weekly client update draft (status/blockers/next actions)
  • Feedback: consolidation → action list
  • Reviews: QBR / renewal brief draft (wins/risks/recommendations)

Pipeline OS (optional add-on)

Best for: outbound and pipeline hygiene without auto-send.

  • Outbound: enrichment + personalised outbound drafts
  • Follow-up: queue management (never auto-send)
  • CRM: hygiene prompts + stale-deal nudges
  • Commercial: proposal/SOW draft from call notes (internal-first)

Workflow library

Sales & pipeline

  • Lead research → pre-call brief → CRM/Notion update
  • Call notes → follow-up drafts → tasks and reminders
  • Proposal/SOW drafts from structured notes
  • Content repurposing into LinkedIn post drafts

Delivery & client ops

  • Client intake → onboarding space → kickoff pack drafts
  • Request capture → triage → task pack with owner + SLA
  • Weekly client update drafts → approval → send
  • Feedback consolidation → action list → assign owners

Knowledge & reporting

  • Inbox triage → routing → draft replies (approval-gated)
  • Knowledge assistant over SOPs/docs (with source links)
  • Weekly ops digest (due, blocked, waiting on approvals)
  • Renewal/QBR brief drafts (wins, risks, recommendations)

Example audit trail

Time Step Owner Evidence
09:14 S-01 Trigger received Ops Request page link
09:18 S-02 Draft created Operaitions Draft doc
09:29 S-03 Approval Client owner Approval note
09:33 S-04 Executed update Operaitions Change log
09:34 S-05 Exception check Operaitions 0 issues

Needs approval

External sends are blocked until the owner approves. Reason and evidence are recorded.

FAQ

Will this auto-send external comms?

No. External actions stay approval-gated by default. We start draft-first and only delegate further when confidence is established.

What tools do you work in?

Typically Notion, Google Workspace, Slack, and CRMs. We build inside your existing stack — no rip and replace.

What does governance include?

Approvals, ownership, exception handling, and a clear audit trail with evidence links. Every workflow ships with a controls pack so your team can see exactly what ran and who signed off.

What happens after launch?

You receive runbooks and controls documentation so your team can run and update workflows without needing us. Ongoing oversight is available for reliability and optimisation — but it is an option, not a requirement.

Our processes are not documented. Are we too early?

That is the usual starting point. The Operations Review maps what you actually do, not what you think you do. Most clients have more automatable patterns than they realise once we look at a typical week together.

We tried automation before and it caused problems. What is different here?

Typically the issue is that something ran without oversight. Every workflow we build starts in draft mode and nothing external executes until a named owner approves it. Speed without the risk of something going out wrong.

Will we become dependent on you to run our operations?

No. Every workflow ships with a runbook. Your team can operate, edit, and update without needing us. Ongoing oversight is an option, not a requirement.

What happens if a workflow breaks?

Every workflow has an exception path built in: a defined pause-and-escalate process so nothing silently fails. If you are on the Oversight plan we monitor and fix it. If not, the runbook tells your team exactly what to do.

Can we not just use Zapier or Make ourselves?

You can. But building it yourself means no approval gates, no audit trail, no exception handling, and no runbooks. It also means your time. We handle the build and the governance layer you would never get around to adding yourself.